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Private Wealth Management Group’s Compass Minerals CMP Stock Holding History

Private Wealth Management Group’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94 Hold
3
– – ﹤0.01% 1440
2026
Q1 		$71 Hold
3
– – ﹤0.01% 1415
2025
Q4 		$59 Hold
3
– – ﹤0.01% 1462
2025
Q3 		$58 Hold
3
– – ﹤0.01% 1476
2025
Q2 		$61 Hold
3
– – ﹤0.01% 1480
2025
Q1 		$28 Sell
3
-2
-40% -$23 ﹤0.01% 1477
2024
Q4 		$57 Hold
5
– – ﹤0.01% 1503
2024
Q3 		$61 Buy
+5
New +$53 ﹤0.01% 1489
2024
Q2 		– Sell
-48
Closed -$756 – 1523
2024
Q1 		$756 Buy
+48
New +$1.01K ﹤0.01% 1356

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM

Private Wealth Management Group's CMP Position: Q2 2026 in Review

Private Wealth Management Group held its Compass Minerals (CMP) position steady in Q2 2026 at 3 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Private Wealth Management Group first reported a position in CMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $756 in Q1 2024. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • Private Wealth Management Group held 3 shares of Compass Minerals worth $94 as of Q2 2026.
  • Private Wealth Management Group left its Compass Minerals share count unchanged in Q2 2026.
  • Compass Minerals made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1440 holding.
  • Private Wealth Management Group first reported a position in Compass Minerals in Q1 2024 and has held it in 9 quarters since.
  • Private Wealth Management Group's Compass Minerals position peaked at $756 in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.